Vision Financial Markets LLC Reduced Holdings in Q3 2025

Vision Financial Markets LLC

  • $117 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BITO
Proshares Tr Bitcoin Strategy

ETFs
-63.4K
- 71.09%
$18.74 - $23.05 $1.19M - $1.46M
25.8K $507M
PM
Philip Morris International Inc.

Consumer Defensive
-2.9K
- 73.94%
$157.77 - $183.27 $458K - $531K
1.02K $166M
SHAK
Shake Shack Inc.

Consumer Cyclical
-450
- 4.21%
$92.4 - $142.03 $41.6K - $63.9K
10.3K $960M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-9.9K
- 96.08%
$46.69 - $59.27 $462K - $587K
404 $21.4M
WM
Waste Management Inc

Industrials
-200
- 3.13%
$213.88 - $237.1 $42.8K - $47.4K
6.19K $1.37B
UPS
United Parcel Service Inc

Industrials
-398
- 12.94%
$82.58 - $105.54 $32.9K - $42K
2.68K $224M
MDT
Medtronic PLC

Healthcare
-900
- 87.89%
$87.67 - $95.74 $78.9K - $86.2K
124 $11.8M
NFG
National Fuel Gas CO

Energy
-1K
- 45.45%
$82.19 - $93.72 $82.2K - $93.7K
1.2K $111M
TXN
Texas Instruments Inc

Technology
-200
- 13.11%
N/A
1.33K $243M
META
Meta Platforms, Inc.

Communication Services
-50
- 10.64%
$695.21 - $791.73 $34.8K - $39.6K
420 $308M
CSCO
Cisco Systems, Inc.

Technology
-400
- 13.54%
$66.2 - $71.79 $26.5K - $28.7K
2.55K $175M
KO
Coca Cola CO

Consumer Defensive
-124
- 2.58%
$65.67 - $71.67 $8.14K - $8.89K
4.68K $311M
HYG
Ishares Tr

ETFs
-300
- 30.0%
$79.85 - $81.32 $24K - $24.4K
700 $56.8M
KHC
Kraft Heinz CO

Consumer Defensive
-500
- 5.08%
$25.63 - $28.94 $12.8K - $14.5K
9.35K $243M
QCOM
Qualcomm Inc

Technology
-100
- 8.7%
$145.84 - $173.55 $14.6K - $17.4K
1.05K $175M
HSY
Hershey CO

Consumer Defensive
-60
- 37.5%
$161.95 - $193.45 $9.72K - $11.6K
100 $18.7M
BE
Bloom Energy Corp

Industrials
-800
- 80.0%
$22.13 - $86.27 $17.7K - $69K
200 $16.9M
RH
Rh

Consumer Cyclical
-120
- 9.52%
$187.54 - $251.0 $22.5K - $30.1K
1.14K $232M
Annaly Capital Management In
-600
- 13.79%
N/A
3.75K $75.8M
CARS
Cars.Com Inc.

Consumer Cyclical
-200
- 80.0%
$11.77 - $13.79 $2.35K - $2.76K
50 $611K
PFE
Pfizer Inc

Healthcare
-493
- 5.99%
$23.29 - $25.88 $11.5K - $12.8K
7.73K $197M
GLW
Corning Inc

Technology
-100
- 49.02%
$51.6 - $82.03 $5.16K - $8.2K
104 $8.52M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-200
- 25.51%
$49.01 - $66.5 $9.8K - $13.3K
584 $35.9M
WMT
Walmart Inc.

Consumer Defensive
-326
- 5.0%
$94.4 - $104.27 $30.8K - $34K
6.19K $638M
ETSY
Etsy Inc

Consumer Cyclical
-20
- 9.09%
$51.36 - $74.34 $1.03K - $1.49K
200 $13.3M
GTLS
Chart Industries Inc

Industrials
-1
- 1.25%
$162.6 - $200.28 $163 - $200
79 $15.8M
AFL
Aflac Inc

Financial Services
-250
- 5.0%
$98.09 - $111.7 $24.5K - $27.9K
4.75K $531M
CVS
Cvs Health Corp

Healthcare
-399
- 7.16%
$58.75 - $76.5 $23.4K - $30.5K
5.18K $390M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-188
- 11.39%
$10.78 - $19.82 $2.03K - $3.73K
1.46K $28.6M
ADM
Archer Daniels Midland CO

Consumer Defensive
-400
- 8.27%
$53.54 - $64.21 $21.4K - $25.7K
4.44K $265M
MET
Metlife Inc

Financial Services
-48
- 0.48%
$73.82 - $82.37 $3.54K - $3.95K
9.89K $814M
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 1.64%
$291.67 - $316.99 $14.6K - $15.8K
3K $913M
GS
Goldman Sachs Group Inc

Financial Services
-24
- 4.64%
$696.56 - $806.32 $16.7K - $19.4K
493 $392M
LMT
Lockheed Martin Corp

Industrials
-30
- 1.87%
$410.74 - $499.21 $12.3K - $15K
1.57K $784M
PLTR
Palantir Technologies Inc.

Technology
-180
- 8.73%
$130.68 - $186.97 $23.5K - $33.7K
1.88K $343M
JNJ
Johnson & Johnson

Healthcare
-100
- 2.07%
$155.17 - $185.42 $15.5K - $18.5K
4.73K $876M
GOOG
Alphabet Inc.

Communication Services
-349
- 8.16%
$175.16 - $255.24 $61.1K - $89.1K
3.93K $957M
HD
Home Depot, Inc.

Consumer Cyclical
-89
- 1.35%
$357.4 - $423.42 $31.8K - $37.7K
6.49K $2.63B
WSM
Williams Sonoma Inc

Consumer Cyclical
-200
- 1.45%
$163.62 - $210.2 $32.7K - $42K
13.6K $2.66B
AAPL
Apple Inc.

Technology
-352
- 1.11%
$202.38 - $256.87 $71.2K - $90.4K
31.5K $8.01B
Activity Summary
Buys All Purchases 120 New Holdings 24 Increased Positions 96 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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